Agilysys (AGYS)
Market Price (9/13/2026): $104.56 | Market Cap: $2.9 BilSector: Information Technology | Industry: Application Software
Agilysys (AGYS)
Market Price (9/13/2026): $104.56Market Cap: $2.9 BilSector: Information TechnologyIndustry: Application Software
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 25%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 24% Megatrend and thematic driversMegatrends include Cloud Computing, Experience Economy & Premiumization, and E-commerce & Digital Retail. Themes include Software as a Service (SaaS), Show more. | Weak multi-year price returns2Y Excs Rtn is -40%, 3Y Excs Rtn is -22% | Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.7% Key risksAGYS key risks include [1] its high concentration in the cyclical hospitality industry and [2] execution challenges related to its complex software implementation and integration processes. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 25%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 24% |
| Megatrend and thematic driversMegatrends include Cloud Computing, Experience Economy & Premiumization, and E-commerce & Digital Retail. Themes include Software as a Service (SaaS), Show more. |
| Weak multi-year price returns2Y Excs Rtn is -40%, 3Y Excs Rtn is -22% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.7% |
| Key risksAGYS key risks include [1] its high concentration in the cyclical hospitality industry and [2] execution challenges related to its complex software implementation and integration processes. |
Qualitative Assessment
AI Analysis | Feedback
Updated on 9/8/2026
Agilysys (AGYS) stock has gained about 20% since 5/31/2026 because of the following key factors:
1. Agilysys reported a significant beat on its fiscal Q1 2027 earnings and raised its full-year guidance. The company, whose fiscal year ends on March 31, announced its Q1 fiscal 2027 results (ended June 30, 2026) on July 27, 2026. Agilysys posted adjusted earnings per share (EPS) of $0.49, exceeding analysts' expectations of $0.37 by 32.43%. Total net revenue also reached a record $87.7 million, a 14.3% increase year-over-year, surpassing the Zacks Consensus Estimate of $85.85 million. Following these strong results, management raised its full-year fiscal 2027 total revenue guidance to a range of $368 million to $373 million, up from the original guidance of $365 million to $370 million.
2. Accelerated subscription revenue growth signals a successful shift to a SaaS-centric model. A core driver of the positive trend was the continued strong performance and increasing proportion of subscription revenue. In fiscal Q1 2027, subscription revenue surged by 26.1% year-over-year to a record $40.2 million. Recurring revenue, primarily from subscriptions and maintenance, constituted a record $57.7 million, or 65.9% of total net revenue. The company also increased its full-year fiscal 2027 subscription revenue growth guidance to at least 32% year-over-year, demonstrating confidence in its evolving business model.
Show more
Agilysys (AGYS) stock has gained about 20% since 5/31/2026 because of the following key factors:
1. Agilysys reported a significant beat on its fiscal Q1 2027 earnings and raised its full-year guidance. The company, whose fiscal year ends on March 31, announced its Q1 fiscal 2027 results (ended June 30, 2026) on July 27, 2026. Agilysys posted adjusted earnings per share (EPS) of $0.49, exceeding analysts' expectations of $0.37 by 32.43%. Total net revenue also reached a record $87.7 million, a 14.3% increase year-over-year, surpassing the Zacks Consensus Estimate of $85.85 million. Following these strong results, management raised its full-year fiscal 2027 total revenue guidance to a range of $368 million to $373 million, up from the original guidance of $365 million to $370 million.
2. Accelerated subscription revenue growth signals a successful shift to a SaaS-centric model. A core driver of the positive trend was the continued strong performance and increasing proportion of subscription revenue. In fiscal Q1 2027, subscription revenue surged by 26.1% year-over-year to a record $40.2 million. Recurring revenue, primarily from subscriptions and maintenance, constituted a record $57.7 million, or 65.9% of total net revenue. The company also increased its full-year fiscal 2027 subscription revenue growth guidance to at least 32% year-over-year, demonstrating confidence in its evolving business model.
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Updated on 9/8/2026
Agilysys (AGYS) stock has gained about 20% since 5/31/2026 because of the following key factors:
1. Agilysys reported a significant beat on its fiscal Q1 2027 earnings and raised its full-year guidance. The company, whose fiscal year ends on March 31, announced its Q1 fiscal 2027 results (ended June 30, 2026) on July 27, 2026. Agilysys posted adjusted earnings per share (EPS) of $0.49, exceeding analysts' expectations of $0.37 by 32.43%. Total net revenue also reached a record $87.7 million, a 14.3% increase year-over-year, surpassing the Zacks Consensus Estimate of $85.85 million. Following these strong results, management raised its full-year fiscal 2027 total revenue guidance to a range of $368 million to $373 million, up from the original guidance of $365 million to $370 million.
2. Accelerated subscription revenue growth signals a successful shift to a SaaS-centric model. A core driver of the positive trend was the continued strong performance and increasing proportion of subscription revenue. In fiscal Q1 2027, subscription revenue surged by 26.1% year-over-year to a record $40.2 million. Recurring revenue, primarily from subscriptions and maintenance, constituted a record $57.7 million, or 65.9% of total net revenue. The company also increased its full-year fiscal 2027 subscription revenue growth guidance to at least 32% year-over-year, demonstrating confidence in its evolving business model.
3. Positive analyst sentiment and increased price targets provided a tailwind. Following the strong fiscal Q1 2027 results, numerous analysts reiterated or raised their price targets for Agilysys. The consensus among eight analysts is a "Buy" or "Moderate Buy" rating, with an average 12-month price target of $134.5 as of August 20, 2026, suggesting an upside of 17.83% from that point. For example, Piper Sandler increased its target from $110.00 to $120.00, Oppenheimer raised its target from $100.00 to $118.00, and Cantor Fitzgerald reiterated a $140.00 target.
4. Successful product adoption and AI innovation fueled growth expectations. Agilysys continued to demonstrate strong product traction within the hospitality sector. As of August 2026, its Agilysys Golf platform was adopted by over 100 golf properties, including 39 of Golfweek's Top 100 U.S. resort courses. This adoption is linked to measurable gains, such as 20% higher green fee revenue and 6% higher retail revenue for customers. Additionally, the company highlighted ongoing AI innovation, with plans to launch over 30 AI features between July and September 2026, which is expected to support sustained growth and margin expansion.
Show less
Agilysys (AGYS) stock has gained about 20% since 5/31/2026 because of the following key factors:
1. Agilysys reported a significant beat on its fiscal Q1 2027 earnings and raised its full-year guidance. The company, whose fiscal year ends on March 31, announced its Q1 fiscal 2027 results (ended June 30, 2026) on July 27, 2026. Agilysys posted adjusted earnings per share (EPS) of $0.49, exceeding analysts' expectations of $0.37 by 32.43%. Total net revenue also reached a record $87.7 million, a 14.3% increase year-over-year, surpassing the Zacks Consensus Estimate of $85.85 million. Following these strong results, management raised its full-year fiscal 2027 total revenue guidance to a range of $368 million to $373 million, up from the original guidance of $365 million to $370 million.
2. Accelerated subscription revenue growth signals a successful shift to a SaaS-centric model. A core driver of the positive trend was the continued strong performance and increasing proportion of subscription revenue. In fiscal Q1 2027, subscription revenue surged by 26.1% year-over-year to a record $40.2 million. Recurring revenue, primarily from subscriptions and maintenance, constituted a record $57.7 million, or 65.9% of total net revenue. The company also increased its full-year fiscal 2027 subscription revenue growth guidance to at least 32% year-over-year, demonstrating confidence in its evolving business model.
3. Positive analyst sentiment and increased price targets provided a tailwind. Following the strong fiscal Q1 2027 results, numerous analysts reiterated or raised their price targets for Agilysys. The consensus among eight analysts is a "Buy" or "Moderate Buy" rating, with an average 12-month price target of $134.5 as of August 20, 2026, suggesting an upside of 17.83% from that point. For example, Piper Sandler increased its target from $110.00 to $120.00, Oppenheimer raised its target from $100.00 to $118.00, and Cantor Fitzgerald reiterated a $140.00 target.
4. Successful product adoption and AI innovation fueled growth expectations. Agilysys continued to demonstrate strong product traction within the hospitality sector. As of August 2026, its Agilysys Golf platform was adopted by over 100 golf properties, including 39 of Golfweek's Top 100 U.S. resort courses. This adoption is linked to measurable gains, such as 20% higher green fee revenue and 6% higher retail revenue for customers. Additionally, the company highlighted ongoing AI innovation, with plans to launch over 30 AI features between July and September 2026, which is expected to support sustained growth and margin expansion.
Show less
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Stock Movement Drivers
Fundamental Drivers
The 20.7% change in AGYS stock from 5/31/2026 to 9/12/2026 was primarily driven by a 9.4% change in the company's P/E Multiple.| (LTM values as of) | 5312026 | 9122026 | Change |
|---|---|---|---|
| Stock Price ($) | 86.56 | 104.49 | 20.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 319 | 330 | 3.4% |
| Net Income Margin (%) | 12.1% | 13.0% | 6.9% |
| P/E Multiple | 62.6 | 68.5 | 9.4% |
| Shares Outstanding (Mil) | 28 | 28 | -0.2% |
| Cumulative Contribution | 20.7% |
Market Drivers
5/31/2026 to 9/12/2026| Return | Correlation | |
|---|---|---|
| AGYS | 20.7% | |
| Market (SPY) | 1.0% | 6.2% |
| Sector (XLK) | -1.8% | -20.8% |
Fundamental Drivers
The 44.8% change in AGYS stock from 2/28/2026 to 9/12/2026 was primarily driven by a 32.6% change in the company's Net Income Margin (%).| (LTM values as of) | 2282026 | 9122026 | Change |
|---|---|---|---|
| Stock Price ($) | 72.17 | 104.49 | 44.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 311 | 330 | 6.3% |
| Net Income Margin (%) | 9.8% | 13.0% | 32.6% |
| P/E Multiple | 66.4 | 68.5 | 3.2% |
| Shares Outstanding (Mil) | 28 | 28 | -0.5% |
| Cumulative Contribution | 44.8% |
Market Drivers
2/28/2026 to 9/12/2026| Return | Correlation | |
|---|---|---|
| AGYS | 44.8% | |
| Market (SPY) | 11.7% | 0.2% |
| Sector (XLK) | 35.4% | -8.3% |
Fundamental Drivers
The -4.2% change in AGYS stock from 8/31/2025 to 9/12/2026 was primarily driven by a -68.4% change in the company's P/E Multiple.| (LTM values as of) | 8312025 | 9122026 | Change |
|---|---|---|---|
| Stock Price ($) | 109.12 | 104.49 | -4.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 289 | 330 | 14.4% |
| Net Income Margin (%) | 4.9% | 13.0% | 167.7% |
| P/E Multiple | 216.5 | 68.5 | -68.4% |
| Shares Outstanding (Mil) | 28 | 28 | -1.1% |
| Cumulative Contribution | -4.2% |
Market Drivers
8/31/2025 to 9/12/2026| Return | Correlation | |
|---|---|---|
| AGYS | -4.2% | |
| Market (SPY) | 19.5% | 11.4% |
| Sector (XLK) | 43.6% | 3.0% |
Fundamental Drivers
The 48.1% change in AGYS stock from 8/31/2023 to 9/12/2026 was primarily driven by a 105.0% change in the company's Net Income Margin (%).| (LTM values as of) | 8312023 | 9122026 | Change |
|---|---|---|---|
| Stock Price ($) | 70.55 | 104.49 | 48.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 207 | 330 | 59.9% |
| Net Income Margin (%) | 6.3% | 13.0% | 105.0% |
| P/E Multiple | 134.4 | 68.5 | -49.1% |
| Shares Outstanding (Mil) | 25 | 28 | -11.3% |
| Cumulative Contribution | 48.1% |
Market Drivers
8/31/2023 to 9/12/2026| Return | Correlation | |
|---|---|---|
| AGYS | 48.1% | |
| Market (SPY) | 75.7% | 30.4% |
| Sector (XLK) | 117.7% | 22.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| AGYS Return | 16% | 78% | 7% | 55% | -10% | -11% | 175% |
| Peers Return | -8% | -34% | -15% | 89% | -46% | -55% | -76% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 11% | 102% |
Monthly Win Rates [3] | |||||||
| AGYS Win Rate | 50% | 75% | 42% | 50% | 33% | 44% | |
| Peers Win Rate | 50% | 25% | 52% | 78% | 53% | 22% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 44% | |
Max Drawdowns [4] | |||||||
| AGYS Max Drawdown | -34% | -27% | -27% | -21% | -51% | -48% | |
| Peers Max Drawdown | -27% | -42% | -17% | -55% | -62% | -46% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: ADSK, HIT, ADBT, BMR, HODO.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 9/11/2026 (YTD)
How Low Can It Go
| Event | AGYS | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -20.7% | -18.8% |
| % Gain to Breakeven | 26.1% | 23.1% |
| Time to Breakeven | 34 days | 79 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -21.5% | -6.7% |
| % Gain to Breakeven | 27.4% | 7.1% |
| Time to Breakeven | 124 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -26.8% | -24.5% |
| % Gain to Breakeven | 36.6% | 32.4% |
| Time to Breakeven | 49 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -63.6% | -33.7% |
| % Gain to Breakeven | 174.5% | 50.9% |
| Time to Breakeven | 244 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -13.4% | -19.2% |
| % Gain to Breakeven | 15.4% | 23.8% |
| Time to Breakeven | 35 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -20.5% | -3.7% |
| % Gain to Breakeven | 25.9% | 3.9% |
| Time to Breakeven | 227 days | 6 days |
In The Past
Agilysys's stock fell -20.7% during the 2025 US Tariff Shock. Such a loss loss requires a 26.1% gain to breakeven.
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Asset Allocation
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| Event | AGYS | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -20.7% | -18.8% |
| % Gain to Breakeven | 26.1% | 23.1% |
| Time to Breakeven | 34 days | 79 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -21.5% | -6.7% |
| % Gain to Breakeven | 27.4% | 7.1% |
| Time to Breakeven | 124 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -26.8% | -24.5% |
| % Gain to Breakeven | 36.6% | 32.4% |
| Time to Breakeven | 49 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -63.6% | -33.7% |
| % Gain to Breakeven | 174.5% | 50.9% |
| Time to Breakeven | 244 days | 140 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -20.5% | -3.7% |
| % Gain to Breakeven | 25.9% | 3.9% |
| Time to Breakeven | 227 days | 6 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -35.3% | -6.8% |
| % Gain to Breakeven | 54.5% | 7.3% |
| Time to Breakeven | 799 days | 15 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -31.8% | -17.9% |
| % Gain to Breakeven | 46.6% | 21.8% |
| Time to Breakeven | 499 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -47.5% | -15.4% |
| % Gain to Breakeven | 90.6% | 18.2% |
| Time to Breakeven | 1086 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -85.8% | -53.4% |
| % Gain to Breakeven | 605.5% | 114.4% |
| Time to Breakeven | 1873 days | 1085 days |
| Summer 2007 Credit Crunch | ||
| % Loss | -36.1% | -8.6% |
| % Gain to Breakeven | 56.6% | 9.5% |
| Time to Breakeven | 4303 days | 47 days |
In The Past
Agilysys's stock fell -20.7% during the 2025 US Tariff Shock. Such a loss loss requires a 26.1% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Agilysys (AGYS)
Agilysys, Inc. (AGYS) is a technology company that develops and markets a comprehensive suite of hardware and software products and services exclusively for the global hospitality industry. Its primary objective is to enhance the guest experience for its clients through a range of innovative solutions. The company has a broad international presence, serving markets across North America, Europe, the Asia-Pacific region, and India.
The company's main product offerings span critical operational areas within hospitality. These include advanced point-of-sale (POS) systems, robust property management systems (PMS), and secure payment processing solutions. Agilysys also provides specialized software for inventory and procurement, reservations and venue management, activity management, and document management. Furthermore, it offers powerful analytics and marketing loyalty solutions designed to help clients understand guest behavior and foster engagement.
Agilysys serves a wide array of hospitality segments, including gaming establishments, hotels, resorts, cruise lines, and restaurants. Its solutions are also adopted by corporate foodservice management, universities, stadia, and healthcare facilities. Beyond its core software and hardware products, the company provides essential technical software support, maintenance, subscription services, and professional services to ensure the effective implementation and continuous operation of its offerings for its diverse client base.
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It's like Toast or Lightspeed, but for the large-scale hospitality industry – think hotels, casinos, resorts, and stadiums – managing everything from check-in to dining and payments.
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- Point of Sale (POS) Solutions: Software designed to manage sales transactions and guest interactions at service points.
- Property Management Systems (PMS): Comprehensive software solutions for managing operations, guest services, and administrative tasks for hotels, resorts, and cruises.
- Payment Solutions: Secure systems for processing various forms of guest payments.
- Inventory & Procurement Solutions: Software that helps manage stock levels, automate purchasing, and optimize supply chain operations.
- Reservations & Venue Management: Tools for handling bookings, scheduling, and optimizing the use of various hospitality venues.
- Activity Management: Solutions for organizing and managing guest activities and experiences within a hospitality setting.
- Document Management: Systems for efficient storage, retrieval, and management of business-critical documents.
- Analytics & Marketing Loyalty Solutions: Platforms providing data insights for strategic decision-making, marketing campaigns, and enhancing guest loyalty programs.
- Technical Software Support & Maintenance: Services offering ongoing technical assistance, troubleshooting, and regular updates for their software products.
- Subscription Services: Offering their various software solutions on a recurring subscription basis, typically as Software-as-a-Service (SaaS).
- Professional Services: Expert consulting, implementation, training, and integration services to ensure optimal deployment and use of their hospitality technology solutions.
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Agilysys, Inc. (AGYS) primarily sells its hardware and software products and services to other companies within the hospitality industry. While specific major customer company names are not typically disclosed publicly by the company, Agilysys's solutions are utilized by a wide range of businesses across the following key segments, which represent its customer base:
- Gaming (e.g., casinos)
- Hotels, Resorts, and Cruise lines
- Corporate Foodservice Management
- Restaurants
- Universities (for campus dining and operations)
- Stadia (sports and entertainment venues)
- Healthcare (for food service and patient experience)
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- Amazon (AMZN)
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Ramesh Srinivasan President and Chief Executive Officer
Ramesh Srinivasan was appointed President and Chief Executive Officer of Agilysys in January 2017. He is known for his leadership in technology and enterprise software, with a track record of driving growth and increasing shareholder value through turnaround successes. Prior to Agilysys, he served as CEO of Ooyala Inc. from 2015 to 2016. He was also President & CEO of Innotrac Corporation in 2015, which subsequently merged with eBay Enterprise. From 2005 to 2014, he held various senior leadership roles at Bally Technologies, Inc., including President & CEO and a member of the Board of Directors. His career also includes an executive vice president position at Manhattan Associates from 1998 to 2005.
Dave Wood Senior Vice President and Chief Financial Officer
Dave Wood became Agilysys' Chief Financial Officer in May 2020. Before this role, he served as Vice President, Corporate Strategy & Investor Relations since June 2019, and prior to that, as Agilysys Vice President – Finance. Mr. Wood joined Agilysys in 2011 as the Controller of the Hospitality Division. Earlier in his career, he was a Senior Manager at NCR and Radiant Systems, where he was involved in various Finance and Accounting functions.
Sethuram Shivashankar Senior Vice President, Chief Technology Officer and Chief Information Officer
Sethuram Shivashankar serves as Agilysys' Chief Technology Officer and Chief Information Officer. In this capacity, he is responsible for managing and transforming the company's technology infrastructure, digital platforms, and business applications. He brings over 28 years of leadership experience from technology companies across diverse industries.
Sridhar Laveti Senior Vice President, Product Engineering & Customer Support
Sridhar Laveti joined Agilysys in April 2017. He is an executive with over 25 years of experience in technology and general management leadership across multiple industries. Before his tenure at Agilysys, he was the Senior Vice President of the Gaming Systems Business for Scientific Games (now Light and Wonder), where he was responsible for overseeing a large employee base and managing the Gaming Systems business, including R&D, product management, services, and support. He also held a position at Manhattan Associates.
Kyle C. Badger Senior Vice President, General Counsel & Secretary
Kyle C. Badger joined Agilysys as Senior Vice President, General Counsel and Secretary in October 2011. Prior to joining Agilysys, he served as Executive Vice President, General Counsel and Secretary of Richardson Electronics, Ltd. from 2007. He was also a Senior Counsel at the law firm of Ice Miller LLP from 2006 to 2007 and a partner at McDermott, Will & Emery before that.
```AI Analysis | Feedback
The key risks to Agilysys's business include:
- Intense Competition and AI Disruption: Agilysys operates in a highly competitive hospitality technology market, where intense competition can lead to price reductions and decreased demand for its products and services. Beyond traditional competition, the broader software sector, including niche vertical players like Agilysys, is experiencing significant pressure due to fears of AI disruption to enterprise software businesses, potentially undermining future profitability.
- High-Stakes Implementation Risks: The company faces substantial business risk during the resource-intensive implementation of its software solutions. The inability to swiftly scale implementation teams for complex projects, along with potential customer-specific IT infrastructure issues or non-compliance with recommended measures, can lead to costly delays, unstable or failed implementations, unexpected client expenses, a tarnished reputation, and adverse financial outcomes.
- Sensitivity to Macroeconomic Factors and Hospitality Spending: Agilysys's revenue and profitability are dependent on the overall demand for its products and services within the hospitality industry. Delays or reductions in spending for information technology by end-users, particularly during economic recessions or periods of high inflation, can materially adversely affect the demand for its nonessential services. This is because clients in the hospitality sector may face higher operating costs or elevated capital costs for new technology projects, slowing large-scale software adoption.
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The clear emerging threat to Agilysys is the rise of highly modular, cloud-native, and API-first hospitality technology platforms. These new solutions enable hospitality businesses to easily integrate "best-of-breed" products from multiple specialized vendors, offering greater flexibility, customization, and agility. This trend challenges the traditional value proposition of comprehensive, integrated suites provided by established players like Agilysys, as customers may increasingly prefer to assemble their own tailored tech stacks rather than rely on a single vendor for all their needs. Companies exemplifying this shift, such as Mews Systems (PMS) or Toast (POS), emphasize open APIs and seamless interoperability, potentially drawing customers away from more traditional integrated systems.
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Agilysys (AGYS) operates within a robust and expanding hospitality technology market, offering a range of specialized hardware and software products and services. The addressable markets for its main offerings are substantial, with significant growth projected across various segments globally and in North America.
Overall Hospitality Technology Market
- The global hospitality technology market reached approximately USD 129.4 billion in 2024 and is projected to grow to USD 306.1 billion by 2033, demonstrating a compound annual growth rate (CAGR) of 10.2%.
- North America leads the global hospitality technology market, accounting for approximately USD 48.7 billion in 2024.
Key Product and Service Market Sizes:
- Point of Sale (POS) Systems:
- The global Hospitality POS Terminals Market was valued at USD 3.91 billion in 2024 and is projected to reach USD 8.32 billion by 2032, growing at a CAGR of 9.9%.
- The global Hospitality Point of Sale Software Market was valued at USD 8.64 billion in 2024 and is projected to reach USD 15.44 billion by 2035, with a CAGR of 5.41%.
- North America is the largest market for Hospitality POS software, holding approximately 45% of the global market share.
- The global Restaurant Point of Sale (POS) Terminals market was valued at USD 22.92 billion in 2024 and is expected to reach USD 31.10 billion by 2032, at a CAGR of 6.00%.
- Property Management Systems (PMS):
- The global Hotel Property Management System market size was estimated at USD 3.6 billion in 2024 and is expected to grow to USD 8.5 billion by 2034, at a CAGR of 9.2%.
- The global Hospitality Property Management Software (PMS) market encompassed approximately USD 6.94 billion in 2024.
- North America holds approximately 35% of the global PMS market share.
- Payment Solutions:
- The global Payment Processing Solutions Market was valued at USD 111.6 billion in 2024 and is poised to grow to USD 246.42 billion by 2033, with a CAGR of 9.2%.
- North America dominated the payment processing solutions market in 2022, accounting for over 34.0% of the global revenue. The hospitality segment itself dominated the payment processing solutions market in 2022, accounting for more than 39.0% share of the global revenue.
- Inventory and Procurement:
- The global Hospitality OS&E (Operating Supplies & Equipment) Procurement market size reached USD 15.8 billion in 2024 and is expected to grow to USD 27.1 billion by 2033, with a CAGR of 6.2%.
- North America's market size for Hospitality OS&E Procurement was estimated at USD 4.1 billion in 2024.
- The global Hospitality Purchasing Solutions market is estimated to be valued at USD 3.8 billion in 2025 and is expected to reach USD 6.7 billion by 2032, growing at a CAGR of 9.1%.
- The global hospitality procurement service market is estimated to be worth approximately USD 25 billion in 2024, exhibiting a CAGR of around 7% over the next five years.
- Reservations and Venue Management:
- The global venue management software market was valued at approximately USD 1.18 billion in 2024 and is projected to reach USD 3.85 billion by 2033, expanding at a CAGR of 14.1%.
- Activity Management (part of broader Smart Hospitality/Guest Experience):
- The global smart hospitality market was estimated at USD 22.88 billion in 2024 and is projected to grow at a CAGR of 29.79% during the forecast period (2025-2034).
- The global smart hospitality management market size was valued at USD 19.21 billion in 2023 and is estimated to reach USD 64.47 billion by 2032, growing at a CAGR of 14.4%.
- Analytics and Marketing Loyalty Solutions:
- The global hospitality revenue management & pricing analytics market size was valued at USD 4.1 billion in 2024 and is expected to grow to USD 13.1 billion by 2034, at a CAGR of 12.6%.
- The global loyalty management market size is estimated at USD 12.89 billion in 2025 and is expected to grow to USD 20.36 billion by 2030, at a CAGR of 9.6%.
- North America held a 36.5% revenue share of the global loyalty management market in 2025.
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Expected Drivers of Future Revenue Growth for Agilysys (AGYS)
- Continued Growth in Subscription and Software-as-a-Service (SaaS) Revenue: Agilysys is actively transitioning its business model towards recurring subscription and maintenance revenue, which provides a more stable and predictable income stream. The company has consistently reported strong subscription revenue growth, with fiscal year 2026 subscription revenue growth guided at 29% year-over-year. This strategic focus on SaaS is a key driver as the hospitality industry increasingly adopts cloud technology.
- Expansion of Customer Base and Increased Penetration within Existing Customers: Agilysys is focused on acquiring new customers, with recent reports indicating a significant number of new, fully subscription-based customers adopting multiple products. Additionally, the company is growing revenue by adding new properties from existing customers and increasing the sales of add-on modules. The acquisition of Book4Time in August 2024 further expanded the installed base and created significant cross-sell opportunities, contributing to subscription revenue.
- Rollout of Major Property Management System (PMS) Projects: A significant future revenue driver is the ongoing and expanding rollout of large-scale PMS projects, such as the one with Marriott. Pilot installations for such projects were anticipated in the second half of calendar year 2025, with increasing implementation waves expected in the coming months. Management has indicated that significant subscription revenue from these projects is not yet fully reflected in current guidance, highlighting their potential for future growth.
- Product Innovation and Modernization, including AI-Driven Efficiencies: Agilysys is continuously investing in product innovation and modernization, including leveraging artificial intelligence (AI) to enhance its offerings and improve operational efficiencies. These advancements enable the company to convert bookings into revenue more rapidly and strengthen its competitive position, particularly in the rollout of major projects. Continued investment in these areas is expected to drive both top-line growth and profitability.
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Share Repurchases
- Agilysys engaged in share repurchases amounting to $2.7 million in fiscal 2025, primarily to satisfy employee tax withholding obligations.
Share Issuance
- The number of outstanding shares increased by 0.2% in Q3 Fiscal 2026 (ended December 31, 2025), reaching 28 million shares.
Outbound Investments
- Agilysys acquired Book4Time, a developer of hospitality software solutions for spas, hotels, resorts, and casinos, in August 2024 for $150 million.
- This acquisition was partially funded by drawing $50 million from a revolving credit facility.
- The Book4Time acquisition contributed $15.7 million in subscription revenue for the nine months ended December 31, 2025.
Capital Expenditures
- Capital expenditures in the last 12 months (as of early March 2026) were reported at -$2.13 million.
- In Q3 Fiscal 2026 (ended December 31, 2025), capital expenditures were $574K, which was a 164.5% increase from the prior quarter, focused on funding long-term assets and infrastructure.
- Management anticipates continued investment in product innovation, international expansion, and operational efficiency into fiscal 2027.
Peer Outperformance in Application Software
AGYS has outperformed 95% of its 121 Application Software peers over 5Y. Application Software ranks 11th of 12 industries in Information Technology by median 5Y return. The sector’s gains have largely come from elsewhere.
Share of Application Software constituents that AGYS has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
75%
of 152 industry peers · -1.3% return
3Y
81%
of 139 industry peers · 54.1% return
5Y
95%
of 121 industry peers · 105.8% return
No Application Software peer with a comparable growth profile has beaten AGYS by more than 20pp over 5Y.
Median price return by industry across the Information Technology sector, ranked by 5Y. Application Software is AGYS's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Electronic Manufacturing Services | 9 | 66.7% | 197.8% | 290.3% | TTMI 829% · FLEX 752% · SANM 443% |
| Semiconductor Materials & Equipment | 27 | 129.7% | 86.5% | 105.3% | AXTI 743% · AEHR 712% · KLAC 433% |
| Technology Distributors | 9 | 33.3% | 81.8% | 98.4% | CLMB 340% · AVT 193% · SNX 141% |
| Electronic Components | 26 | 43.3% | 59.8% | 71.2% | CLS 3861% · BELFA 1376% · COHR 394% |
| Communications Equipment | 36 | 19.4% | 86.0% | 69.3% | AAOI 1314% · LITE 959% · FEIM 922% |
| Semiconductors | 55 | 23.1% | 33.3% | 36.1% | POET 1852% · MU 1245% · NVDA 890% |
| Technology Hardware, Storage & Peripherals | 21 | 37.9% | 74.9% | 32.1% | DELL 1154% · STX 1048% · SMCI 980% |
| Internet Services & Infrastructure | 6 | 17.9% | 40.0% | 18.2% | DOCN 62% · VRSN 35% · GDDY 30% |
| Electronic Equipment & Instruments | 27 | -12.8% | 9.0% | -10.6% | PI 234% · OSIS 116% · ACFN 111% |
| IT Consulting & Other Services | 28 | -24.3% | -15.2% | -29.5% | CHRN 499900% · APLD 1248% · TSSI 712% |
| Application Software ← | 122 | -27.1% | -13.7% | -44.7% | VIDA 193536% · INLX 5416% · PLTR 547% |
| Systems Software | 66 | -19.3% | -0.9% | -59.2% | QNC 499% · ZETA 344% · PAYS 340% |
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Agilysys Stock Soars 12% In A Single Day, Wait For A Dip To Buy The Stock | 05/20/2026 | |
| Is 13.2% Fall In Agilysys (AGYS) Stock A Buying Opportunity? | 03/10/2026 | |
| Agilysys Stock (-8.7%): Sector-Wide SaaS Collapse Pressures Valuation | 02/24/2026 | |
| Is 29.5% Fall In Agilysys (AGYS) Stock A Buying Opportunity? | 02/18/2026 | |
| Agilysys Earnings Notes | 12/26/2025 | |
| How Low Can Agilysys Stock Really Go? | 10/17/2025 | |
| Agilysys vs Eli Lilly: Which Is A Better Investment? | 08/18/2025 | |
| Agilysys vs Advanced Micro Devices: Which Is A Better Investment? | 08/18/2025 | |
| Agilysys vs Cadence Design Systems: Which Is A Better Investment? | 08/18/2025 | |
| ARTICLES | ||
| Agilysys Stock To $54? | 03/10/2026 | |
| Agilysys Stock To $56? | 02/18/2026 |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 1.13 |
| Mkt Cap | 2.9 |
| Rev LTM | 33 |
| Op Inc LTM | 1 |
| FCF LTM | -4 |
| FCF 3Y Avg | 57 |
| CFO LTM | -4 |
| CFO 3Y Avg | 60 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 17.9% |
| Rev Chg 3Y Avg | 15.7% |
| Rev Chg Q | 15.2% |
| QoQ Delta Rev Chg LTM | 3.6% |
| Op Inc Chg LTM | 43.6% |
| Op Inc Chg 3Y Avg | 50.1% |
| Op Mgn LTM | 6.2% |
| Op Mgn 3Y Avg | 10.3% |
| QoQ Delta Op Mgn LTM | 0.4% |
| CFO/Rev LTM | -15.6% |
| CFO/Rev 3Y Avg | 20.7% |
| FCF/Rev LTM | -19.4% |
| FCF/Rev 3Y Avg | 19.5% |
Segment Financials
Revenue by Segment| $ Mil | 2026 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Providing software solutions to the global hospitality industry | 319 | 276 | 237 | 198 | |
| Products | 36 | ||||
| Professional services | 28 | ||||
| Subscription and maintenance | 99 | ||||
| Total | 319 | 276 | 237 | 198 | 163 |
| $ Mil | 2013 | 2012 | 2011 | 2010 | 2009 |
|---|---|---|---|---|---|
| Hospitality Solutions Group | 14 | -7 | 6 | 9 | |
| Retail Solutions Group | 11 | 5 | 3 | 7 | |
| Corporate & Other | -26 | -40 | -32 | -33 | -60 |
| Technology Solutions Group | -32 | 11 | |||
| Hospitality | -114 | ||||
| Retail | -17 | ||||
| Technology | -89 | ||||
| Total | -1 | -41 | -54 | -7 | -280 |
| $ Mil | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Providing software solutions to the global hospitality industry | 39 | 23 | 86 | 15 |
| Total | 39 | 23 | 86 | 15 |
| $ Mil | 2001 | 2000 | 1999 |
|---|---|---|---|
| Computer Systems | 558 | 542 | 523 |
| Industrial Electronics | 533 | 520 | 395 |
| Total | 1,092 | 1,062 | 918 |
Price Behavior
Price Behavior
| Market Price | $104.49 | |
| Market Cap ($ Bil) | 2.9 | |
| First Trading Date | 03/26/1990 | |
| Distance from 52W High | -26.0% | |
| 50 Days | 200 Days | |
| DMA Price | $109.60 | $94.39 |
| DMA Trend | down | up |
| Distance from DMA | -4.7% | 10.7% |
| 3M | 1YR | |
| Volatility | 49.9% | 54.6% |
| Downside Capture | 94.16 | 77.64 |
| Upside Capture | 150.72 | 61.48 |
| Correlation (SPY) | 5.8% | 11.7% |
AGYS Betas & Captures as of 8/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.70 | 0.60 | 0.14 | -0.07 | 0.46 | 1.00 |
| Up Beta | 1.08 | -1.82 | -1.84 | -1.26 | -0.56 | 1.01 |
| Down Beta | 0.16 | -1.18 | -0.27 | 0.03 | 0.94 | 1.00 |
| Up Capture | 424% | 220% | 177% | 82% | 49% | 91% |
| Bmk +ve Days | 10 | 21 | 32 | 68 | 138 | 427 |
| Stock +ve Days | 12 | 23 | 38 | 70 | 132 | 400 |
| Down Capture | 367% | 187% | 28% | -23% | 73% | 100% |
| Bmk -ve Days | 11 | 21 | 32 | 59 | 113 | 324 |
| Stock -ve Days | 9 | 19 | 26 | 57 | 119 | 350 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AGYS | |
|---|---|---|---|---|
| AGYS | -3.4% | 54.5% | 0.13 | - |
| Sector ETF (XLK) | 39.7% | 26.3% | 1.24 | 2.9% |
| Equity (SPY) | 18.3% | 12.8% | 1.03 | 11.6% |
| Gold (GLD) | 19.0% | 29.2% | 0.59 | -17.3% |
| Commodities (DBC) | 48.3% | 20.6% | 1.80 | -18.8% |
| Real Estate (VNQ) | 7.6% | 13.6% | 0.29 | 7.9% |
| Bitcoin (BTCUSD) | -32.4% | 43.8% | -0.77 | 7.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AGYS | |
|---|---|---|---|---|
| AGYS | 12.0% | 49.0% | 0.40 | - |
| Sector ETF (XLK) | 19.7% | 25.9% | 0.68 | 27.3% |
| Equity (SPY) | 12.5% | 17.2% | 0.55 | 32.1% |
| Gold (GLD) | 18.7% | 18.8% | 0.81 | -7.0% |
| Commodities (DBC) | 11.4% | 19.5% | 0.46 | -0.5% |
| Real Estate (VNQ) | 0.7% | 18.9% | -0.07 | 24.2% |
| Bitcoin (BTCUSD) | 9.4% | 52.6% | 0.36 | 18.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AGYS | |
|---|---|---|---|---|
| AGYS | 24.9% | 46.7% | 0.65 | - |
| Sector ETF (XLK) | 24.4% | 25.0% | 0.88 | 32.4% |
| Equity (SPY) | 15.2% | 17.9% | 0.72 | 38.0% |
| Gold (GLD) | 12.3% | 16.3% | 0.62 | -2.4% |
| Commodities (DBC) | 8.7% | 18.1% | 0.39 | 9.3% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | 33.8% |
| Bitcoin (BTCUSD) | 63.2% | 66.2% | 1.03 | 14.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 8/27/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/27/2026 | 7.2% | 6.2% | 10.9% |
| 5/18/2026 | 12.5% | 12.9% | 24.9% |
| 1/26/2026 | -20.0% | -21.4% | -37.5% |
| 10/27/2025 | 22.6% | 10.5% | 9.4% |
| 7/21/2025 | -4.7% | 0.9% | -9.2% |
| 5/19/2025 | 22.1% | 27.0% | 30.7% |
| 1/21/2025 | -20.0% | -26.9% | -35.7% |
| 10/28/2024 | -8.1% | -7.7% | 23.5% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 14 | 15 | 14 |
| # Negative | 10 | 9 | 10 |
| Median Positive | 8.7% | 8.6% | 17.0% |
| Median Negative | -10.0% | -9.3% | -7.6% |
| Max Positive | 25.4% | 29.3% | 51.5% |
| Max Negative | -20.0% | -26.9% | -37.5% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/27/2026 | 7.2% | 6.2% | 10.9% |
| 5/18/2026 | 12.5% | 12.9% | 24.9% |
| 1/26/2026 | -20.0% | -21.4% | -37.5% |
| 10/27/2025 | 22.6% | 10.5% | 9.4% |
| 7/21/2025 | -4.7% | 0.9% | -9.2% |
| 5/19/2025 | 22.1% | 27.0% | 30.7% |
| 1/21/2025 | -20.0% | -26.9% | -35.7% |
| 10/28/2024 | -8.1% | -7.7% | 23.5% |
| 7/22/2024 | -4.5% | -1.4% | -2.7% |
| 5/13/2024 | 14.9% | 27.7% | 14.5% |
| 1/22/2024 | 0.1% | -0.2% | -8.2% |
| 10/23/2023 | 25.4% | 29.3% | 38.1% |
| 7/24/2023 | 1.9% | 8.6% | 3.7% |
| 5/16/2023 | -12.0% | -10.4% | -7.0% |
| 1/24/2023 | 0.1% | 2.0% | -1.7% |
| 10/25/2022 | 13.3% | 14.1% | 18.5% |
| 7/26/2022 | -5.5% | -5.1% | -1.0% |
| 5/17/2022 | 10.2% | 5.4% | 1.7% |
| 1/25/2022 | 0.6% | 6.6% | 15.8% |
| 10/26/2021 | -19.9% | -9.3% | -14.0% |
| 7/27/2021 | 3.4% | 1.6% | -3.1% |
| 5/18/2021 | -0.5% | 7.0% | 15.0% |
| 1/26/2021 | -19.3% | -16.1% | 18.2% |
| 10/27/2020 | 6.1% | 12.0% | 51.5% |
| SUMMARY STATS | |||
| # Positive | 14 | 15 | 14 |
| # Negative | 10 | 9 | 10 |
| Median Positive | 8.7% | 8.6% | 17.0% |
| Median Negative | -10.0% | -9.3% | -7.6% |
| Max Positive | 25.4% | 29.3% | 51.5% |
| Max Negative | -20.0% | -26.9% | -37.5% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 07/27/2026 | 10-Q |
| 03/31/2026 | 05/21/2026 | 10-K |
| 12/31/2025 | 01/26/2026 | 10-Q |
| 09/30/2025 | 10/27/2025 | 10-Q |
| 06/30/2025 | 07/24/2025 | 10-Q |
| 03/31/2025 | 05/23/2025 | 10-K |
| 12/31/2024 | 01/21/2025 | 10-Q |
| 09/30/2024 | 10/28/2024 | 10-Q |
| 06/30/2024 | 07/26/2024 | 10-Q |
| 03/31/2024 | 05/22/2024 | 10-K |
| 12/31/2023 | 01/25/2024 | 10-Q |
| 09/30/2023 | 10/26/2023 | 10-Q |
| 06/30/2023 | 07/27/2023 | 10-Q |
| 03/31/2023 | 05/19/2023 | 10-K |
| 12/31/2022 | 01/26/2023 | 10-Q |
| 09/30/2022 | 10/28/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 07/27/2026 | 10-Q |
| 03/31/2026 | 05/21/2026 | 10-K |
| 12/31/2025 | 01/26/2026 | 10-Q |
| 09/30/2025 | 10/27/2025 | 10-Q |
| 06/30/2025 | 07/24/2025 | 10-Q |
| 03/31/2025 | 05/23/2025 | 10-K |
| 12/31/2024 | 01/21/2025 | 10-Q |
| 09/30/2024 | 10/28/2024 | 10-Q |
| 06/30/2024 | 07/26/2024 | 10-Q |
| 03/31/2024 | 05/22/2024 | 10-K |
| 12/31/2023 | 01/25/2024 | 10-Q |
| 09/30/2023 | 10/26/2023 | 10-Q |
| 06/30/2023 | 07/27/2023 | 10-Q |
| 03/31/2023 | 05/19/2023 | 10-K |
| 12/31/2022 | 01/26/2023 | 10-Q |
| 09/30/2022 | 10/28/2022 | 10-Q |
| 06/30/2022 | 07/29/2022 | 10-Q |
| 03/31/2022 | 05/23/2022 | 10-K |
| 12/31/2021 | 01/27/2022 | 10-Q |
| 09/30/2021 | 10/28/2021 | 10-Q |
| 06/30/2021 | 07/29/2021 | 10-Q |
| 03/31/2021 | 05/21/2021 | 10-K |
| 12/31/2020 | 01/27/2021 | 10-Q |
| 09/30/2020 | 10/28/2020 | 10-Q |
| 06/30/2020 | 07/31/2020 | 10-Q |
| 03/31/2020 | 05/22/2020 | 10-K |
| 12/31/2019 | 01/29/2020 | 10-Q |
| 09/30/2019 | 10/30/2019 | 10-Q |
Recent Forward Guidance
Updated 7/28/2026Latest: Q1 2027 Earnings Reported 7/27/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2027 Total Revenue | Reported | 368.00 Mil | 370.50 Mil | 373.00 Mil | Raised | Guidance: 367.50 Mil for 2027 | ||
| 2027 Subscription Revenue Growth | Reported | 32.0% | 2.0% | Raised | Guidance: 30.0% for 2027 | |||
| 2027 Adjusted EBITDA Margin | Reported | 24.0% | 0.0% | Affirmed | Guidance: 24.0% for 2027 | |||
Prior: Q4 2026 Earnings Reported 5/18/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2027 Revenue | Reported | 365.00 Mil | 367.50 Mil | 370.00 Mil | 15.6% | Higher New | Guidance: 318.00 Mil for 2026 | |
| 2027 Subscription Revenue Growth | Reported | 30.0% | 30.0% | 1.0% | Higher New | Guidance: 29.0% for 2026 | ||
| 2027 Adjusted EBITDA Margin | Reported | 24.0% | 4.0% | Higher New | Guidance: 20.0% for 2026 | |||
Q3 2026 Earnings Reported 1/26/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Total Revenue | Reported | 318.00 Mil | Raised | Guidance: 316.50 Mil for 2026 | ||||
| 2026 Subscription Revenue Growth | Reported | 29.0% | 0 | Affirmed | Guidance: 29.0% for 2026 | |||
| 2026 Adjusted EBITDA | Reported | 0.2 | 0 | Affirmed | Guidance: 0.2 for 2026 | |||
Q2 2026 Earnings Reported 10/27/2025
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | Reported | 315.00 Mil | 316.50 Mil | 318.00 Mil | Raised | Guidance: 310.00 Mil for 2026 | ||
| 2026 Subscription Revenue Growth | Reported | 29.0% | 2.0% | Raised | Guidance: 27.0% for 2026 | |||
| 2026 Adjusted EBITDA Margin | Reported | 20.0% | 0.0% | Affirmed | Guidance: 20.0% for 2026 | |||
Insider Activity
Updated 9/2/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Abdelrahman, Joe Ahmed Youssef | Chief Commercial Officer | Direct | Sell | 9022026 | 114.64 | 1,002 | 114,869 | 2,183,319 | Form |
| 2 | Wood, William David Iii | Chief Financial Officer | Direct | Sell | 8192026 | 114.72 | 6,000 | 688,320 | 4,021,165 | Form |
| 3 | Badger, Kyle C | SVP, GC and Secretary | Direct | Sell | 8192026 | 114.06 | 8,400 | 958,104 | 8,558,720 | Form |
| 4 | Srinivasan, Ramesh | President & CEO | Direct | Sell | 8072026 | 108.15 | 25,000 | 2,703,750 | 65,976,259 | Form |
| 5 | Srinivasan, Ramesh | President & CEO | Direct | Sell | 8072026 | 106.62 | 106,205 | 11,323,439 | 67,707,566 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Abdelrahman, Joe Ahmed Youssef | Chief Commercial Officer | Direct | Sell | 9022026 | 114.64 | 1,002 | 114,869 | 2,183,319 | Form |
| 2 | Wood, William David Iii | Chief Financial Officer | Direct | Sell | 8192026 | 114.72 | 6,000 | 688,320 | 4,021,165 | Form |
| 3 | Badger, Kyle C | SVP, GC and Secretary | Direct | Sell | 8192026 | 114.06 | 8,400 | 958,104 | 8,558,720 | Form |
| 4 | Srinivasan, Ramesh | President & CEO | Direct | Sell | 8072026 | 108.15 | 25,000 | 2,703,750 | 65,976,259 | Form |
| 5 | Srinivasan, Ramesh | President & CEO | Direct | Sell | 8072026 | 106.62 | 106,205 | 11,323,439 | 67,707,566 | Form |
| 6 | Srinivasan, Ramesh | President & CEO | Direct | Sell | 8072026 | 109.63 | 66,205 | 7,258,054 | 81,263,128 | Form |
| 7 | Badger, Kyle C | SVP, GC and Secretary | Direct | Sell | 6122026 | 92.28 | 3,000 | 276,850 | 7,699,844 | Form |
| 8 | Keating, Melvin L | Direct | Buy | 3182026 | 68.12 | 240 | 16,348 | 2,411,851 | Form | |
| 9 | Keating, Melvin L | Direct | Buy | 3182026 | 68.38 | 160 | 10,941 | 2,404,763 | Form | |
| 10 | Keating, Melvin L | Direct | Buy | 2032026 | 83.62 | 300 | 25,085 | 2,927,215 | Form | |
| 11 | Keating, Melvin L | Direct | Buy | 2032026 | 84.31 | 300 | 25,294 | 2,926,205 | Form | |
| 12 | Colvin, Donald A | Direct | Sell | 11242025 | 123.28 | 6,000 | 739,680 | 3,031,702 | Form | |
| 13 | Robertson, Chris J | Controller | Direct | Sell | 11132025 | 131.34 | 500 | 65,670 | 90,231 | Form |
| 14 | Wood, William David Iii | Chief Financial Officer | Direct | Sell | 11062025 | 125.20 | 584 | 73,117 | 5,139,710 | Form |
| 15 | Wood, William David Iii | Chief Financial Officer | Direct | Sell | 11042025 | 124.64 | 990 | 123,394 | 5,189,511 | Form |
| 16 | Shivashankar, Sethuram | CTO | Direct | Sell | 11042025 | 124.64 | 497 | 61,946 | 2,995,224 | Form |
| 17 | Robertson, Chris J | Controller | Direct | Sell | 11042025 | 124.64 | 400 | 49,856 | 2,017,548 | Form |
| 18 | Abdelrahman, Joe Ahmed Youssef | Chief Commercial Officer | Direct | Sell | 11042025 | 124.64 | 103 | 12,838 | 2,498,658 | Form |
| 19 | Badger, Kyle C | SVP, GC and Secretary | Direct | Sell | 11042025 | 124.64 | 502 | 62,569 | 14,322,507 | Form |
| 20 | Abdelrahman, Joe Ahmed Youssef | Chief Commercial Officer | Direct | Sell | 11042025 | 106.88 | 504 | 53,868 | 2,108,849 | Form |
| 21 | Wood, William David Iii | Chief Financial Officer | Direct | Sell | 10292025 | 115.55 | 6,000 | 693,300 | 4,770,828 | Form |
Investor Activity (13F)
Updated Sep 13, 202613F holdings as of Mar 31, 2026 (Q1 2026)
Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager |
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